UI reference · web

Adding a rule

8 screens · Salesforce

Adding a rule UI from Salesforce

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Onboarding flow in Salesforce

Home flow in Salesforce

Adding a lead flow in Salesforce

Changing a lead owner flow in Salesforce

Changing a lead owner

Switching account flow in Salesforce

Switching account

Filtering tasks flow in Salesforce

Filtering tasks

Starting a conversation flow in Salesforce

Starting a conversation

Importing products flow in Salesforce

Importing products

Converting a lead to qualified flow in Salesforce

Converting a lead to qualified

Searching by category flow in Salesforce

Searching by category

Muting a user guidance flow in Salesforce

Muting a user guidance

Creating a report flow in Salesforce

Creating a report

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